Charles D. Hyman’s Vanguard S&P 500 ETF VOO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$7.19M Buy
14,380
+145
+1% +$72.5K 0.4% 50
2024
Q1
$6.84M Buy
14,235
+215
+2% +$103K 0.38% 50
2023
Q4
$6.12M Buy
14,020
+52
+0.4% +$22.7K 0.37% 52
2023
Q3
$5.49M Buy
13,968
+81
+0.6% +$31.8K 0.36% 52
2023
Q2
$5.66M Buy
13,887
+118
+0.9% +$48.1K 0.35% 51
2023
Q1
$5.18M Buy
13,769
+131
+1% +$49.3K 0.35% 54
2022
Q4
$4.79M Buy
13,638
+13
+0.1% +$4.57K 0.33% 58
2022
Q3
$4.47M Sell
13,625
-275
-2% -$90.3K 0.34% 55
2022
Q2
$4.82M Hold
13,900
0.35% 57
2022
Q1
$5.77M Hold
13,900
0.36% 54
2021
Q4
$6.07M Hold
13,900
0.38% 54
2021
Q3
$5.48M Hold
13,900
0.38% 53
2021
Q2
$5.47M Hold
13,900
0.38% 53
2021
Q1
$5.06M Sell
13,900
-75
-0.5% -$27.3K 0.37% 55
2020
Q4
$4.8M Hold
13,975
0.38% 54
2020
Q3
$4.3M Sell
13,975
-1,000
-7% -$308K 0.38% 54
2020
Q2
$4.24M Buy
14,975
+19
+0.1% +$5.39K 0.41% 52
2020
Q1
$3.54M Hold
14,956
0.44% 54
2019
Q4
$4.42M Sell
14,956
-20
-0.1% -$5.92K 0.43% 54
2019
Q3
$4.08M Sell
14,976
-260
-2% -$70.9K 0.43% 56
2019
Q2
$4.1M Buy
15,236
+51
+0.3% +$13.7K 0.43% 55
2019
Q1
$3.94M Sell
15,185
-275
-2% -$71.4K 0.41% 60
2018
Q4
$3.55M Buy
+15,460
New +$3.55M 0.42% 60